Chris Sipes
Sign up for free
Listen to this episode and many more. Enjoy the best podcasts on Spreaker!
Download and listen anywhere
Download your favorite episodes and enjoy them, wherever you are! Sign up or log in now to access offline listening.
Description
In this episode of the Sonoma Wealth Advisor's SmartVest podcast, Dano Weir interviews Chris Sipes, a principal at Sonoma Wealth Advisors. They discuss the importance of working with a fiduciary...
show more- Introduction
- The importance of working with a fiduciary advisor
- Building trust with clients
- Chris's personal approach to financial advising
- The benefits of Dave Ramsey's Baby Steps program
- Getting intentional about your finances
- Why you should work with Sonoma Wealth Advisors
- Meet the Sonoma Wealth Advisors team
- The importance of the human touch in financial advising
- Conclusion
- Sonoma Wealth Advisors: sonomawealth.com
- Dave Ramsey: daveramsey.com
- Baby Steps program: daveramsey.com/baby-steps
- Chris Sipes on LinkedIn: linkedin.com/in/chris-sipes-640b1a39/
Information
Author | 707 Media |
Website | - |
Tags |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company